Kotak Consumption Fund vs HSBC Consumption Fund compare
Kotak Consumption Fund - Regular (G)
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1231 Cr | ₹1480 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | % | % |
Expense Ratio | 2.12 | 2.08 |
Manager | Abhishek Bisen | Gautam Bhupal |
ISIN Code | INF174KA1PM5 | INF336L01RC6 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | 4.46% | 5.76% |
6 Month | -16.35% | -14.83% |
1 Year | 15.23% | 9.32% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | -6.71% | -9.03% |
1 Year | -7.58% | -10.87% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 28.26% | 38.35% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Abhishek Bisen | Gautam Bhupal |
Total AUM | ₹0 Cr | ₹25949 Cr |
Funds Managed | 33 | 13 |
Kotak Consumption Fund - Regular (G) | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 3.37 | 4.75 |
Small Cap | 29.06 | 40.26 |
Large Cap | 60.18 | 37.95 |
Mid Cap | 7.38 | 17.04 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 2.03 | 3.89 |
Basic Materials | 1.72 | 1.86 |
Consumer Cyclical | 38.7 | 38.15 |
Technology | 0 | 3.72 |
Industrials | 7.04 | 3.64 |
Consumer Defensive | 28.95 | 21.23 |
Communication Services | 12.25 | 6.66 |
Healthcare | 9.04 | 7 |
Real Estate | 0.28 | 4.37 |
Financial Services | - | 9.47 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.92%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns6.9%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.01%
Bandhan Small Cap Fund Regular Growth
3Y Returns23.92%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns21.74%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.78%
SBI Balanced Advantage Fund Regular Growth
3Y Returns12.78%